Thomas Jay Kowalchuk
About Thomas Jay Kowalchuk
Thomas Jay Kowalchuk is the Senior Vice President of Business Development at Dynasty Financial Partners, specializing in technology integration and FinTech services. He has a diverse background in operations and compliance within the financial sector, with previous roles at Samalin Investment Counsel and St. Vincent Medical Center.
Current Role at Dynasty Financial Partners
Thomas Jay Kowalchuk serves as the Senior Vice President of Business Development at Dynasty Financial Partners. He has held this position since 2022, contributing to the firm's growth and development in the financial services sector. His role involves overseeing business strategies and initiatives aimed at enhancing the company's market presence. Kowalchuk operates from Manhattan Beach, California, where he applies his extensive knowledge in technology integration and FinTech services.
Previous Experience at Samalin Investment Counsel
Kowalchuk's tenure at Samalin Investment Counsel spanned multiple roles, including Director of Operations and Chief Compliance Officer. He worked as Director of Operations from 2020 to 2022, managing operational strategies in a remote capacity. Prior to that, he served as Chief Compliance Officer from 2013 to 2015, ensuring regulatory compliance within the organization. Additionally, he was the Operations Manager from 2013 to 2019, where he focused on operational efficiency and workflow management.
Educational Background
Thomas Jay Kowalchuk holds a Bachelor of Arts (B.A.) in Human Development, Family Studies, and Related Services from Binghamton University. He is currently pursuing a Master of Science (M.S.) in Artificial Intelligence and Machine Learning at Colorado State University Global. His educational background equips him with a strong foundation in both human services and advanced technology, relevant to his roles in the financial sector.
Skills and Expertise
Kowalchuk possesses a diverse skill set that includes Website Administration, IT Operations, Infrastructure Management, and Workflow Management. His expertise in technology integration and FinTech services is particularly valuable in the financial services industry. Additionally, he has experience in Regulatory Compliance, which is critical for navigating the complexities of financial regulations.
Early Career Experience
Before his roles in the financial sector, Thomas Jay Kowalchuk worked at St. Vincent Medical Center as an Outpatient Billing professional from 2005 to 2006. This early experience provided him with insights into billing processes and healthcare operations, contributing to his overall understanding of compliance and operational management.